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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,513 | $84,236-2.0% | $170,435-51.6% | $70,126+17.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.27% | 23.06%-6.8pp | 205.94%-189.7pp | 73.15%-56.9pp |
| Employer contribution / active EE | $7,014 | $3,387+107.1% | $5,432+29.1% | $2,343+199.4% |
| Participant deferral / active EE | $4,449 | $3,086+44.2% | $4,939-9.9% | $3,332+33.5% |
| Admin fee / account holder | $3,676 | $5,698-35.5% | $13,881-73.5% | $4,645-20.9% |